What are the responsibilities and job description for the Client Service Specialist position at Empower?

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

As a Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You’ll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients.

What you will do

Handle cash management functions, including ACAT, wire, and ACH transfers while explaining complex money movement processes to clients in a professional and efficient manner.
Facilitate third party calls to outside institutions and provide rollover instructions as well as assist the client in completing all needed documents.
Complete all assigned service requests within stated SLA; following up via phone, email, and text message on any outstanding items needed for account opening and transfer.
Liaise with our broker-dealer custodian and our portfolio management provider on all client operational matters.
Coordinate procedure updates for efficiency, accuracy, and completeness with management.

What you will bring

HS Diploma or GED required, bachelor’s degree preferred.

A minimum of 2 years’ experience in financial services operations preferred, with current knowledge of investment products and services.

Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions.

Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model paperless, branchless, cloud-based infrastructure – and delivering a quality client experience that is better than face-to-face.

What will set you apart

Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.

Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements.

Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement.

Proactive behavior in reviewing clients’ needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience.

Approaching a problem by using a logical, systematic, and sequential approach.

What we offer you

Medical, dental, vision and life insurance.

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.

Tuition reimbursement up to $5,250 / year.

Business-casual environment that includes the option to wear jeans.

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.

Paid volunteer time — 16 hours per calendar year.

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.

Base Salary Range

54,200.00 - $74,600.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.

Equal opportunity employer

Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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Salary : $54,200 - $74,600

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